IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,632
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$14.5M
3
+$7.17M
4
XOM icon
Exxon Mobil
XOM
+$6.94M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$4.96M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$7.95M
4
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$5.53M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.06M

Sector Composition

1 Technology 6.92%
2 Financials 3.96%
3 Consumer Discretionary 3.27%
4 Healthcare 2.97%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$484K 0.02%
6,968
-6,852
602
$483K 0.02%
15,278
-49
603
$483K 0.02%
15,766
604
$481K 0.02%
7,278
+1,831
605
$480K 0.02%
17,050
606
$476K 0.02%
21,066
+20,500
607
$475K 0.02%
14,391
-11,999
608
$475K 0.02%
2,862
-473
609
$474K 0.02%
19,378
+2,717
610
$473K 0.02%
6,325
+169
611
$473K 0.02%
25,895
-2,433
612
$472K 0.02%
49,594
+1,200
613
$471K 0.02%
20,570
-1,527
614
$470K 0.02%
3,006
-675
615
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15,305
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616
$468K 0.02%
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617
$466K 0.02%
20,975
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618
$466K 0.02%
19,224
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619
$463K 0.02%
2,356
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620
$461K 0.02%
5,001
-372
621
$459K 0.02%
3,742
+987
622
$458K 0.02%
3,339
-5,825
623
$458K 0.02%
5,153
+542
624
$457K 0.02%
3,168
-3,904
625
$457K 0.02%
2,172
-742
23 24
25
26 27